Training on-demand
The advice journey
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We demonstrate an overview of the advice journey breaking down each stage and explaining how the advice process fits together. For more in depth learning and complex examples we recommend you watch the rest of the on demand webinars in this series.
Pre-requisite knowledge/webinar: None
Recommended for: Advice journey users
We consider the benefits of using opportunities to track pipeline business, this feature is optional and an enhancement to using the service status to segment your clients. We also show how to add and manage opportunities.
Pre-requisite knowledge/webinar: None
Recommended for: Advice journey users
We demonstrate how to configure opportunity types and statuses, enabling you to report on pipeline business. We also show you how to configure propositions, to record what type of portfolio a plan is in.
Pre-requisite knowledge/webinar: Using opportunities
Recommended for: Advice journey users
We determine the purpose of a service case and show how to add and amend a service case. We also identify the importance of closing a service case and highlight key reports and dashboard widgets.
Pre-requisite knowledge/webinar: None
Recommended for: Advice journey users
We explore the configuration options linked to service cases, to enhance the way you report on each instance of advice. We also look at configuring service case categories and consider the benefit of triggering automated workflows from these categories.
Pre-requisite knowledge/webinar: Using service cases
Recommended for: Advice journey users
Discover the benefits of using recommendations and show examples of different types of recommendations. In addition, we explore the advice report and provide tips on interrogating your data.
Pre-requisite knowledge/webinar: Using service cases
Recommended for: Advice journey users
We show you how to configure goals & objectives and recommendations categories. Once configured this information will populate the advice report and pull into document designer templates.
Pre-requisite knowledge/webinar: Recommendations
Recommended for: Advice journey users
We will demonstrate best practice for recording income drawdown relating to a personal pension plan, a crystallised/uncrystallised pension plan and a SIPP, using the subplans to record crystallisation events.
Pre-requisite knowledge/webinar: Adding recommendations, proposals & plans
Recommended for: Advice journey users
We will demonstrate how to record a recommendation to transfer two personal pensions, and how to record a recommendation when advising against transferring a final salary scheme.
Pre-requisite knowledge/webinar: Adding recommendations, proposals & plans
Recommended for: Advice journey users
Recognise how to record a recommendation using the advice journey for a SIPP, and how to move monies from a sub plan to a SIPP. In addition we will focus on best practice for recording a top up to an existing pension, and how to record a bed & ISA.
Pre-requisite knowledge/webinar: Adding recommendations, proposals & plans
Recommended for: Advice journey users
We will focus on why and how to record common recommendations within the trust advice journey.
Pre-requisite knowledge/webinar: Advice journey overview
Recommended for: Advice journey users
23 June, 2pm
You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.
Recommended for: individuals who build templates using Document Designer.
28 June, 10am
In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
28 June, 2pm
Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.
Recommended for: individuals who build templates using Document Designer.
29 June, 10am
There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.
Recommended for: system administrators.
30 June, 10am
This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.
Recommended for: users with a basic understanding of the advice journey.
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